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Retirement tax questions
VolvoGirl is correct. There is no difference between the portion that was RMD and the portion that was not RMD except that the portion that was RMD is ineligible for rollover, so there is no need or benefit for these amount to be reported separately. When TurboTax asks, just indicate that some of the distribution was RMD and enter the amount of this distribution that was considered to be RMD and TurboTax will prevent you from reporting that amount as having been rolled over. In fact, if you did not roll over any of the distributions aggregated on this Form 1099-R, it doesn't matter what answer you give when TurboTax asks how much of the amount on this Form 1099-R was RMD.
‎February 9, 2023
8:36 AM